Emerson Electric Co.
US ˙ NYSE ˙ US2910111044

SecurityEMR / Emerson Electric Co.
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership2,537 shares
Latest Disclosed Value $ 332,459
Bedel Financial Consulting, Inc. reports 1.28% decrease in ownership of EMR / Emerson Electric Co.

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 2,537 shares of Emerson Electric Co. (US:EMR) valued at $332,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,570 shares of Emerson Electric Co.. This represents a change in shares of -1.28% during the quarter. The current value of the position is $350,410 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F EMERSON ELEC COM 291011104 2,537 -33 -1.28 332 -2.64 0.0369
2026-01-28 2025-12-31 13F EMERSON ELEC COM 291011104 2,570 0 0.00 341 1.19 0.0367
2025-11-07 2025-09-30 13F EMERSON ELEC COM 291011104 2,570 0 0.00 337 -1.46 0.0430
2025-08-12 2025-06-30 13F EMERSON ELEC COM 291011104 2,570 0 0.00 343 24.36 0.0467
2025-05-07 2025-03-31 13F EMERSON ELEC COM 291011104 2,570 0 0.00 276 -14.06 0.0395
2025-02-06 2024-12-31 13F EMERSON ELEC COM 291011104 2,570 -433 -14.42 321 -2.44 0.0445
2024-11-12 2024-09-30 13F EMERSON ELEC COM 291011104 3,003 4 0.13 328 -0.61 0.0463
2024-08-05 2024-06-30 13F EMERSON ELEC COM 291011104 2,999 2 0.07 330 -2.65 0.0484
2024-05-07 2024-03-31 13F EMERSON ELEC COM 291011104 2,997 2 0.07 340 16.49 0.0533
2024-02-13 2023-12-31 13F/A-1 EMERSON ELEC COM 291011104 2,995 -18 -0.60 291 0.34 0.0534
2024-02-08 2023-12-31 13F EMERSON ELEC COM 291011104 2,995 -18 291 0.0534
2024-02-08 2023-09-30 13F EMERSON ELEC COM 291011104 3,013 -8 -0.26 291 6.23 0.0589
2023-08-10 2023-06-30 13F EMERSON ELEC COM 291011104 3,021 3 0.10 273 4.20 0.0570
2023-05-02 2023-03-31 13F EMERSON ELEC COM 291011104 3,018 30 1.00 263 -8.71 0.0640
2023-02-07 2022-12-31 13F EMERSON ELEC COM 291011104 2,988 -339 -10.19 287 -5.59 0.0714
2022-11-08 2022-09-30 13F EMERSON ELEC COM 291011104 3,327 0 0.00 304 14.72 0.0806
2022-08-04 2022-06-30 13F EMERSON ELEC COM 291011104 3,327 393 13.39 265 -7.99 0.0775
2022-04-19 2022-03-31 13F EMERSON ELEC COM 291011104 2,934 -119 -3.90 288 1.41 0.0905
2022-01-11 2021-12-31 13F EMERSON ELEC COM 291011104 3,053 119 4.06 284 2.90 0.0883
2021-10-12 2021-09-30 13F EMERSON ELEC COM 291011104 2,934 0 0.00 276 -2.13 0.0947
2021-08-03 2021-06-30 13F EMERSON ELEC COM 291011104 2,934 -43 -1.44 282 4.83 0.0982
2021-04-26 2021-03-31 13F EMERSON ELEC COM 291011104 2,977 -24 -0.80 269 11.62 0.1041
2021-02-02 2020-12-31 13F EMERSON ELEC COM 291011104 3,001 -55 -1.80 241 20.50 0.1069
2020-10-20 2020-09-30 13F EMERSON ELEC COM 291011104 3,056 -45 -1.45 200 4.17 0.1000
2020-07-14 2020-06-30 13F EMERSON ELEC COM 291011104 3,101 -6 -0.19 192 29.73 0.1035
2020-05-06 2020-03-31 13F EMERSON ELEC COM 291011104 3,107 6 0.19 148 -37.29 0.0979
2020-01-28 2019-12-31 13F EMERSON ELEC COM 291011104 3,101 0 0.00 236 14.01 0.1338
2019-10-09 2019-09-30 13F EMERSON ELEC COM 291011104 3,101 0 0.00 207 0.00 0.1246
2019-08-01 2019-06-30 13F EMERSON ELEC COM 291011104 3,101 0 0.00 207 -2.36 0.1258
2019-05-02 2019-03-31 13F EMERSON ELEC COM 291011104 3,101 0 0.00 212 14.59 0.1352
2019-01-28 2018-12-31 13F EMERSON ELEC COM 291011104 3,101 0 0.00 185 -18.86 0.1331
2018-11-01 2018-09-30 13F EMERSON ELEC COM 291011104 3,101 0 0.00 228 6.54 0.1522
2018-07-18 2018-06-30 13F EMERSON ELEC COM 291011104 3,101 0 0.00 214 0.94 0.1574
2018-05-03 2018-03-31 13F EMERSON ELEC COM 291011104 3,101 0 0.00 212 -1.85 0.1611
2018-02-06 2017-12-31 13F EMERSON ELEC COM 291011104 3,101 3,101 216 0.1944
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.